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Schwab Strategic Tr us lrg cap etf shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 26k 64.25
2023-09-30 $584k 12k 50.56
2023-06-30 $628k 12k 52.37

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Spdr Series Trust State Street Spd (BIL)
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Amazon (AMZN)
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View all positions for Portside Wealth Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf